Companies in the wealth management sector developing innovative solutions and technologies.
Explore 112 recently funded wealth management companies with verified founder contact information and fundraising data.
Farther is an intelligent wealth platform that enhances wealth management for clients throughout their financial lives.
Crescenta offers access to investment in Private Equity Funds to the general public through education and digitalization
The operating backbone unifying data, systems, and workflows for modern wealth enterprises.
Wealth.com provides an AI-powered platform that helps wealth management firms deliver estate and tax planning.
Axiom Trust is an AI-powered trust startup that modernises professional trust administration during the Great Wealth Transfer.
Wealthyhood is a wealth-building app that enables individuals to learn, save, and invest in a private manner.
GeoWealth is a technology platform offering asset management solutions for advisors.
Lateral exists solely to reinvent health and wealth goods for fit, energetic adults over the age of 60, and has no plans to stop.
Sherpas is a provider of an AI-native infrastructure platform for financial advisors and wealth management firms.
DreamFi is a financial services company that offers various services like money management, bill payments, and banking solutions.
Jump provides an artificial intelligence platform designed for financial advisors and other financial services professionals.
Monark Markets is the back-end infrastructure connecting brokerages, advisors and custodians to private markets.
Silvur is a retirement planning app that helps baby boomers reach their retirement goals.
Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement.
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
Bridge is an AI platform that streamlines alternative investment management solutions for wealth management firms.
Streetbeat is a B2B AI platform serving wealth managers and brokers to revenues through automation.
The fastest way to launch retirement plans. Powered by AI, backed by real humans.
The Beans offers a software application platform that creates personalized cash flow plans designed for its users.
Finary is a platform that allows everybody to track and manage their wealth online.
Arch digitally manages private investment operations for investors and investment advisors.
ZILO's mission is to innovate and deliver transformative technology that enables organisations to operate more efficiently.
The wealth management sector is an active area of startup innovation and venture capital investment. Companies in this space are developing new technologies, platforms, and services that address evolving market needs and create new business opportunities.
Wealth Management companies raise capital across various funding stages, from early seed rounds to late-stage growth financing. Investor interest in this sector is driven by the size of the addressable market, the pace of technology adoption, and the potential for scalable business models.
The wealth management sector is expected to continue evolving as technology advances, market dynamics shift, and new opportunities emerge. Companies that demonstrate strong product-market fit, efficient growth, and clear competitive advantages are well-positioned to attract continued investment.
Here is how funding is distributed among the 112 wealth management companies tracked in the VCBacked database.
Companies in the wealth management sector often overlap with or complement businesses in adjacent industries. Exploring related verticals can help you discover additional companies, identify partnership opportunities, and understand the broader competitive landscape.
Perfect for: B2B sales teams targeting wealth management companies, investors exploring sector opportunities, and service providers looking for funded companies ready to scale.
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